NVIDIA asks PCB manufacturers to reduce prices by 10%? PCB manufacturers and market insiders say the rumors are clearly exaggerated and misunderstood.

On June 23rd, amidst a sharp decline in the PCB sector, there have been multiple discussions in the market surrounding the industry chain. On one hand, rumors such as "NVIDIA is demanding a 10% price reduction from PCB manufacturers" and "Sheng Hong Technology's expansion is delaying shipments on the Rubin platform" have been circulating in the market. In response to this, reporters have sought confirmation from PCB manufacturers, market professionals, and others. Several interviewees have stated that the above rumors are clearly exaggerated and misinterpreted, with the claim that "Sheng Hong Technology is causing delays in Rubin" lacking industry logic support. On the other hand, foreign investment bank Jefferies recently released a research report stating that the Kyber backplane PCB solution that was originally scheduled to be introduced in 2027 may be delayed until 2028, sparking discussions in the market about the outlook for AI PCBs.